Operations Projects Associate, TRPG

Operations Associate

We are looking for an Operations Associate to join our team and support our organization by managing day‑to‑day tasks and administrative needs of our business operations. As an Operations Associate, you will be responsible for completing various administrative tasks and enforcing the organization’s policies and standards, working with various departments to ensure all tasks are completed as needed, with a focus on setting up new accounts for investment.

This position is hybrid, based in Dallas, TX, and requires working onsite 2–3 days per week.

• Assist the Operations Manager in daily management, coordinating activities and priorities.
• Support the Operations Manager with the enforcement of company policies and standards.
• Perform administrative tasks, including maintaining records and setting up new investment accounts.
• Manage and maintain broker‑dealer custodial account software such as Schwab Advisor Center, Fidelity Wealthscape, and others.
• Monitor and update CRM system to ensure accurate and up-to-date information.
• Maintain schedules of operations and ensure adherence to deadlines, including billing client accounts.
• Cooperate with different departments to facilitate smooth communication and collaboration.

• Proven work experience as an Operations Associate, Operations Specialist, or similar role.
• Excellent communication and listening skills, with the ability to work effectively with team members and stakeholders.
• Ability to work under pressure, managing multiple tasks and priorities.
• Strong computer proficiency, including experience with Microsoft Office Suite, broker‑dealer custodial account software, and CRM systems.
• Knowledge of investment account setup and management is preferred.
• Relevant education and/or certifications in the Financial Services field is preferred.

The base hourly range for this role is $28.85 - $36.05. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%) and access to a financial professional to offer our employees the opportunity to plan‑ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), Life Lock, pet insurance and more.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. All employment decisions at Cetera are made without regard to race, color, ancestry, national origin, citizenship, age, physical or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.